Entry Level Wealth Manager

Equitable

. Build and nurture client relationships through networking events and portfolio management .

Posted 10/11/2026full-timeSecaucus • New Jersey • United StatesEntry Level💰 $33,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in building client relationships and devising personalized financial strategies while maintaining strong communication and interpersonal skills. Holds necessary financial licenses and is committed to ongoing professional development.

Highest-signal resume keywords

Bachelor's DegreeState Life & Health LicenseSIE LicenseSeries 7 LicenseSeries 66 License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Strategy DevelopmentPortfolio ManagementClient CommunicationFinancial Product KnowledgeRisk Assessment

Soft Skills

Interpersonal SkillsCommunication AbilitiesEntrepreneurial SpiritSelf-ConfidenceNetworking

Certifications & Qualifications

FINRA Licenses

Industry Keywords

Client Relationship ManagementFinancial ObjectivesRisk ToleranceMentorshipProfessional Development

About the role

Key responsibilities & impact

Build and nurture client relationships through networking events and portfolio management
Ensure consistent client communication and track progress
Understand clients' financial objectives and risk tolerance
Devise personalized financial strategies
Offer clear recommendations and guidance
Discuss financial products and services tailored to clients' situations
Complete a 120-day hands-on training period
Pursue required FINRA licenses and registrations with company sponsorship
Work with a local Vice President for training, guidance, and mentorship
Participate in ongoing professional and leadership development

Requirements

What you’ll need

Bachelor's degree or equivalent skills and work experience
State Life & Health, SIE, Series 7, and Series 66 licensing
Values-driven with a track record of success and accomplishment
Excellent interpersonal and communication abilities with strong self-confidence
Entrepreneurial spirit with a desire to positively impact others' lives
Ability to work with and learn from top performers
Must be authorized to work in the United States

Benefits

Comp & perks

Flexible schedule
FINRA sponsorship for required licensing
Comprehensive 120-day hands-on training
Access to Equitable Advisors' Virtual University
Mentorship opportunities
Personalized coaching from a local Vice President
Access to Leadership Development School
Professional designations support, including CFP®, ChFC, and Credentialed Holistic Financial Coach program
$250-$1,000 sign-on payment eligibility after signing the PEP agreement and successfully completing company-sponsored required FINRA licenses and registrations
Biweekly stable pay for up to the first 24 months as a financial professional
Commissions and bonus eligibility
Health, dental, and vision benefits
401(k)
Employee Stock Purchase Plan (ESPP)
Disability insurance
Life insurance
Transportation Reimbursement Incentive Program (TRIP)
Wellness programs
Employee resource groups
College scholarship and social impact programs